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Vanguard Dividend Appreciation ETF

1,024 hedge funds and large institutions have $12.7B invested in Vanguard Dividend Appreciation ETF in 2019 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 377 increasing their positions, 360 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

410% more call options, than puts

Call options by funds: $19.9M | Put options by funds: $3.91M

108% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 48

9% more capital invested

Capital invested by funds: $11.6B → $12.7B (+$1.1B)

4% more funds holding

Funds holding: 9861,024 (+38)

5% more repeat investments, than reductions

Existing positions increased: 377 | Existing positions reduced: 360

1.44% less ownership

Funds ownership: 40.45%39.01% (-1.4%)

2% less funds holding in top 10

Funds holding in top 10: 126124 (-2)

Holders
1,024
Holders Change
+38
Holders Change %
+3.85%
% of All Funds
22.16%
Holding in Top 10
124
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.59%
% of All Funds
2.68%
New
100
Increased
377
Reduced
360
Closed
48
Calls
$19.9M
Puts
$3.91M
Net Calls
+$16M
Net Calls Change
+$5.4M
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
976
Oppenheimer Asset Management
New York
$35K +$211 +2 +0.6%
IRC
977
Investors Research Corp
Georgia
$34K +$32.4K +307 New
FCMT
978
Founders Capital Management (Texas)
Texas
$33K
LFG
979
Larson Financial Group
Missouri
$30K
PCA
980
Providence Capital Advisors
North Carolina
$28K +$16.1K +153 +150%
DWA
981
Dougherty Wealth Advisers
Minnesota
$27K -$211 -2 -0.8%
CH
982
Canton Hathaway
Rhode Island
$24K
BBA
983
Braun-Bostich & Associates
Pennsylvania
$22K
SIS
984
Sound Income Strategies
Florida
$22K
CIA
985
Cascade Investment Advisors
Oregon
$21.9K
BIMC
986
Benson Investment Management Company
Virginia
$21K
LC
987
Lindbrook Capital
California
$20K
PWMG
988
Prestige Wealth Management Group
New Jersey
$19K
FHB
989
First Hawaiian Bank
Hawaii
$16K
PGA
990
Premia Global Advisors
Florida
$16K +$15.8K +150 New
EI
991
Ellevest Inc
New York
$15K -$18.7K -177 -57%
LWM
992
Lenox Wealth Management
Ohio
$15K -$2.95K -28 -17%
JWM
993
Janiczek Wealth Management
Colorado
$15K
SEI Investments
994
SEI Investments
Pennsylvania
$15K +$14.4K +137 New
IBOK
995
Independence Bank of Kentucky
Kentucky
$15K +$14.8K +140 New
IAS
996
INR Advisory Services
Pennsylvania
$14K
BFG
997
Beacon Financial Group
Texas
$13.5K -$158K -1,498 -1%
PAI
998
Pittenger & Anderson Inc
Nebraska
$13K -$15.8K -150 -55%
CF
999
Centaurus Financial
California
$12.8K +$52.9K +502 +56%
AP
1000
Atwood & Palmer
Missouri
$12K

VIG Hedge Fund Activity: Q1 2019 in Review

1,024 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q1 2019, worth a combined $12.7B — up 9.5% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new VIG positions and 48 closed out — a net gain of 52 holders — while 377 added to existing stakes and 360 trimmed.

The largest buyer was Zions Bancorporation, opening a new position worth an estimated $83M. The largest seller was Bank of America, cutting an estimated $309M.

  • 1,024 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q1 2019, up from 986 in Q4 2018.
  • Funds reported $12.7B of Vanguard Dividend Appreciation ETF stock for Q1 2019, up 9.5% quarter-over-quarter.
  • 100 funds opened new Vanguard Dividend Appreciation ETF positions in Q1 2019 and 48 closed out, a net change of +52 holders.
  • The largest Vanguard Dividend Appreciation ETF buyer in Q1 2019 was Zions Bancorporation, an estimated $83M added.
  • The largest Vanguard Dividend Appreciation ETF seller in Q1 2019 was Bank of America, an estimated $309M sold.

Based on aggregated 13F filings for Q1 2019.